grant-vesting

Grant Vesting Data

Fetch the full vesting schedule for an option grant and present it with useful context, not just the raw table.

Prerequisites

You need:

1. corporation_id — get from list_accounts if you don't have it
2. grant_id — identify via the grants list using the holder's name or grant number

Workflow

1. Identify the grant: Call fetch("cap_table:list:grants", {"corporation_id": corporation_id, "search": "<holder name>"}). If multiple grants are returned, ask the user which one, or pick the most relevant based on context.
2. Fetch vesting data: Call fetch("cap_table:get:grant_vesting", {"corporation_id": corporation_id, "grant_id": grant_id}).
3. Present with context — see below.

How to Present

The tool returns a formatted summary and vesting events table. Lead with a one-sentence plain-English summary before showing the table:

• Pre-cliff: how long until the cliff, how many shares vest at cliff
• Partially vested: what % has vested, what the ongoing cadence is (monthly/quarterly), when fully vested
• Fully vested: confirm and note if any shares remain unexercised

Flag anything time-sensitive:

• Cliff date within the next 90 days
• Grant expiring soon
• Large unvested block concentrated at a future date
• Deep in-the-money grants: if the current 409A FMV is available and the spread between exercise price and FMV exceeds 10×, flag it. Note that holders face significant ordinary income (NSO) or AMT (ISO) exposure at exercise, and recommend the company consider a tender offer, early exercise program, or liquidity event planning.

Then show the formatted table from the tool.